See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,314 | $69,518+291.7% | $59,878+354.8% | $135,375+101.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 21.64% | 7.94%+13.7pp | 3.46%+18.2pp | 519.73%-498.1pp |
| Employer contribution / active EE | $1,900 | $3,235-41.3% | $2,722-30.2% | $4,779-60.2% |
| Participant deferral / active EE | $8,992 | $4,206+113.8% | $3,402+164.3% | $5,609+60.3% |
| Admin fee / account holder | $20 | $5,734-99.7% | $3,590-99.4% | $10,827-99.8% |